Sowa Financial Group
46yrs
Top advisor for experience in Lincoln
Financial advisors in Lincoln, RI
Looking for a financial advisor in Lincoln, RI? We list 32 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
32Advisors with offices here
11Median years of experience
75%At fee-only firms
16Firms represented
Largest firms here: LPL Enterprise, LLC (4), Commonwealth Financial Network (4), Strategic Advisers LLC (4).
Nearby: Central Falls, Cumberland, Pawtucket, North Providence, Smithfield, Rumford, Providence, Woonsocket.
Integrated Wealth Concepts
40yrs
Top 4% for experience in Rhode Island
Sowa Financial Group
39yrs
Top 5% for experience in Rhode Island
LPL Financial
38yrs
Top 6% for experience in Rhode Island
Ameriprise Financial Services
32yrs
Top 13% for experience in Rhode Island
Commonwealth Financial Network
31yrs
Paul Monti Santucci
Financial advisor
640 George Washington Highway Building B, ST 203
Lincoln, RI 02865
Lincoln, RI 02865
Top 14% for experience in Rhode Island
Coastal Financial Planning
29yrs
Angela Marie Thomson Mrs.
Financial advisor
640 George Washington Highway Suite 103; Building B
Lincoln, RI 02865
Lincoln, RI 02865
Top 18% for experience in Rhode Island
Strategic Advisers
26yrs
Top 7% for experience at Strategic Advisers
Voya Financial Advisors
25yrs
Top 25% for experience in Rhode Island
Merrill Lynch, Pierce, Fenner & Smith
25yrs
Top 25% for experience in Rhode Island
Ameriprise Financial Services
22yrs
More experience than 69% of advisors in Rhode Island
Merrill Lynch, Pierce, Fenner & Smith
22yrs
More experience than 69% of advisors in Rhode Island
Primerica Advisors
21yrs
More experience than 68% of advisors in Rhode Island
Commonwealth Financial Network
20yrs
More experience than 65% of advisors in Rhode Island
Eisenhilfer Capital
13yrs
More experience than 53% of advisors in Lincoln
Sowa Financial Group
11yrs
More experience than 50% of advisors in Lincoln
LPL Enterprise
9yrs
9 years in the industry
LPL Financial
8yrs
8 years in the industry
Santander Securities
7yrs
7 years in the industry
Vanderbilt Advisory Services
6yrs
6 years in the industry
LPL Enterprise
6yrs
6 years in the industry
LPL Financial
5yrs
5 years in the industry
Strategic Advisers
5yrs
5 years in the industry
Strategic Advisers
5yrs
5 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.